The Market Matters International Equities Portfolio is a high conviction direct international equities portfolio that targets well-known global brands – Click here to view
The MM International Equities Portfolio had a strong week in both absolute and relative terms up by 5.62% while cash sits at 7%. The portfolio is now up 14.86% for the financial year to date, well ahead of the market. For a second straight week, The Trade Desk (TTD US) was the standout performer adding +34.67% after a strong quarterly update while two of our more discretionary focussed stocks in recreational boating company Brunswick (BC US) and Deere & Co (DE US) rallied 7.43% & 7.15% respectively.
- We are looking to trim TTD US into current strength, with the 6% position up over 100% – watch for alerts
